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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,197 | $107,363-25.3% | $92,909-13.7% | $152,897-47.5% |
| Participation rate | 35.0% | 79.8%-44.8pp | 76.0%-41.0pp | 82.5%-47.5pp |
| Annual return | 26.44% | 145.63%-119.2pp | 109.44%-83.0pp | 345.43%-319.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,412 | $4,848-29.6% | $4,238-19.5% | $5,851-41.7% |
| Admin fee / account holder | $919 | $7,082-87.0% | $5,795-84.1% | $11,599-92.1% |